研報掘金丨華泰證券:維持海光信息“買入”評級,24年信創採購有望回暖
華泰證券研報指出,23年海光信息(688041.SH)DCU需求旺盛,CPU市場份額保持穩定,整體營收增長速度放緩預計部分受到產能限制,2024年公司產銷率提升45.46pct 至153.29%。考慮24年信創採購有望回暖,庫存緊缺問題得到緩解,公司CPU及DCU新品開始放量,公司作為國內稀缺CPU+DCU企業,給予25x 24PS(可比公司Wind 一致預期18X),對應目標價93.8元,維持“買入”評級。
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